I. Objective: Increase Capital by $3 Million Per Quarter
Reconnect with past investors and donors for potential reinvestment.
Fill 100 attendees for the May events:
Attract high-quality speakers from successful companies.
Hire a coder to search for and identify relevant companies.
Partner with organizations to help market tickets.
Identify 40 high-net-worth families per city who can invest $100,000 each, across three cities, aiming for a 25% conversion rate.
Analyze performance and address gaps if the $3 million capital increase target is not met.
II. Objective: Introduce 2 New Market-Neutral Trades to the Mix
Implement new strategies such as:
Cross trades
Condor trades
Arbitrage or variations within DeFi
Derivative plays on volatile and/or high P/E stocks like NVDA, PLTR
III. Objective: First Corporate Finance Client
Secure the first corporate finance client, targeting strong Indonesian businesses that are undercapitalized but have growth potential.
Find candidates through management effectiveness metrics (ROE, net income, etc.).
Invite top candidates to speak at the conference.
Utilize a coder from the investment group to analyze IndoDax and create a shortlist.
Develop a networking plan that includes top law and accounting firms, potentially leading to an event series based on client interest.
Consider publishing 'Most Loved' vs. 'Most Unloved' lists for IndoDax stocks, ranking based on managerial effectiveness and public valuation ratios.
IV. Objective: Quant Review of Current Strategies and Guidelines
Conduct a quantitative review of CMFDH strategies and option structures (butterflies, condors) related to implied volatility (IV), realized volatility (RV), and key formulae from Apostolis.
Seek experts via LinkedIn solicitations
Seek experts via Upwork solicitations
Reach out to professional quant firms
V. Objective: Sell 100 Tickets for Conferences
Crypto Derivatives Conference (May 2025):
$800 per ticket
$300 GP per ticket
Target: Sell 100 tickets
Indonesian Equities Conference (May 2025):
$800 per ticket
$300 GP per ticket
Target: Sell 100 tickets
VI. Objective: Expand "Ugly Duckling" Survey to Corporate Services and US Roadshow
Launch $2,000 Survey Package for Corporations:
Includes an option for direct calls with companies
Incorporates a US Roadshow with 10 sales targets, featuring:
Press events in New York and San Francisco
Agency interaction with US investors upon request
Ranking Against Peers:
Free for conference participants
$1,000 fee for non-participants
Target sales: 20 subscriptions
VII. Objective: Annual Revenue Goal
Current AUM: $1.3 million
Expected quarterly capital increase: $3 million
Projected year-end AUM: $10.3 million (accounting for 3 quarters of fundraising)
